Posizionamento dei fondi    * Performance a 3 anni annualizzate

Posizionamento dei fondi  visualizza pdf Indice di categoria: IND_Bilanciati Performance aggiornate al 07/05/2025.   Rating CFS Performance Sharpe Fondo   YTD 1 anno 3 anni 5 anni Algebris Financial Income R Dist. 6.23 15.33 0.95 1.11 Algebris Financial Income RD USD -1.54 11.56 0.94 1.22 Algebris Financial Income R EUR 6.23 14.05 0.78 0.95 Algebris Financial Income R USD -1.55 10.31 0.76 1.06 Arca Economia Reale Bilanciato Italia 55 CL PIR 1.43 7.17 0.39 0.66 Carmignac Ptf Emerging Patrimoine A CHF Acc Hdg -0.04 0.94 0.31 0.36 Arca Economia Reale Bilanciato Italia 55 CL P 1.43 7.17 0.39 0.66 Carmignac Ptf Emerging Patrimoine A EUR Ydis 0.25 -0.77 0.23 0.25 Carmignac Ptf Emerging Patrimoine A EUR Acc 0.25 -0.78 0.23 0.26 ARCA BB 4.27 5.87 0.21 0.56 Carmignac Ptf Emerging Patrimoine E EUR Acc -0.01 -1.52 0.15 0.18 Carmignac Patrimoine A CHF Acc Hdg 2.82 6.73 0.24 0.41 Carmignac Patrimoine A EUR Acc 3.10 4.93 0.15 0.29 Carmignac Patrimoine A EUR Ydis 3.10 4.94 0.15 0.29 Sidera Funds - Balanced Growth A Acc -3.37 3.66 0.20 Sidera Funds - Balanced Growth A Inc -3.30 3.65 0.20 Carmignac Ptf Patrimoine A EUR Acc 2.83 4.64 0.12 0.28 Carmignac Ptf Emerging Patrimoine A USD Acc Hdg -7.81 -4.42 0.14 0.31 ARCA ECON. REALE BIL. ITALIA 30 CL PIR 3.39 5.60 0.12 0.44 Carmignac Ptf Patrimoine Income A EUR 2.83 4.64 0.10 0.27 ARCA ECON. REALE BIL. ITALIA 30 CL P 3.39 5.60 0.12 0.44 Carmignac Patrimoine E EUR Acc 2.92 4.41 0.08 0.22 PIMCO Balanced Income and Growth E EUR (Hdg) Acc 1.05 6.00 0.14 0.42 PIMCO Balanced Income and Growth E EUR (Hdg) Income 1.03 5.95 0.14 0.42 Templeton Emerging Markets Dynamic Income Fund A(acc) EUR -0.41 3.08 0.11 0.21 Anima Forza Equilibrato A 0.41 4.44 0.12 0.54 Raiffeisen-Portfolio-Balanced (R) VTA -4.54 2.55 0.14 0.56 Templeton Emerging Markets Dynamic Income Fund A(Ydis) EUR -0.45 3.11 0.11 0.21 Carmignac Ptf Patrimoine E EUR Acc 2.65 4.12 0.04 0.21 Templeton Emerging Markets Dynamic Income Fund A(acc) USD -0.09 3.17 0.10 0.18 Templeton Emerging Markets Dynamic Income Fund A(Qdis) USD -0.16 3.03 0.09 0.18 Templeton Em. Mkt. Dynamic Income Fund A(Ydis) EUR-H1 7.50 5.64 0.08 0.05 Templeton Emerging Markets Dynamic Income Fund A(acc) EUR-H1 7.53 5.61 0.08 0.05 Carmignac Ptf Patrimoine Income E EUR 2.64 4.12 0.02 0.20 Arca Oxygen Plus 60 -1.56 5.11 0.11 Templeton Emerging Markets Dynamic income Fund N(acc) EUR-H1 7.40 5.08 0.05 0.02 Templeton Emerging Markets Dynamic income Fund N(acc) USD -0.26 2.64 0.05 0.13 Anima Bilanciato Megatrend People A -4.31 2.45 0.07 Anima Bilanciato Megatrend People AD -4.31 2.44 0.07 Fidelity F. European Multi Asset Income A-Euro 0.96 5.37 0.01 0.36 Anima Visconteo Plus A 2.22 3.51 0.04 0.29 Fidelity F. European Multi Asset Income A-ACC-Euro 0.89 5.39 0.01 0.36 JPM Total EM Income A (acc) USD -3.41 1.77 0.00 0.54 Anima Visconteo Plus AD 2.24 3.46 0.04 0.28 Templeton Global Income Fund A(acc) EUR-H1 7.59 5.53 0.04 0.10 Schroder ISF Sustainable Multi-Asset C 0.30 5.79 0.05 0.49 Carmignac Patrimoine A USD Acc Hdg -5.67 0.46 0.01 0.30 JPM Total EM Income A (acc) EUR -3.59 1.80 0.00 0.54 Templeton Global Income Fund A(Qdis) EUR-H1 7.60 5.35 0.04 0.10 Templeton Global Income Fund A(acc) EUR -0.43 2.77 0.03 0.26 PIMCO Balanced Income and Growth E USD Acc -5.07 3.62 0.05 0.51 Fidelity F. European Multi Asset Income D-ACC-Euro 0.75 4.89 -0.06 0.29 PIMCO Balanced Income and Growth E USD Income -5.09 3.62 0.05 0.51 Risposte Eurizon Bil. Euro Multimanager 4.73 4.64 0.02 0.27 Anima Magellano A -4.45 2.36 0.02 0.38 Fidelity F. European Multi Asset Income D-QINCOME(G)-Euro 0.73 4.87 -0.06 0.29 Templeton Global Income Fund A (Qdis) -0.18 2.76 0.02 0.23 Templeton Global Income Fund A(acc) USD -0.13 2.87 0.01 0.23 Anima Magellano AD -4.44 2.36 0.01 0.38 Fidelity F. European Multi Asset Income E-ACC-Euro 0.77 4.83 -0.07 0.28 Fidelity F. European Multi Asset Income A-QINCOME(G)-Euro 0.92 5.39 -0.07 0.12 Templeton Global Income Fund N(Qdis) EUR-H1 7.45 4.89 0.00 0.06 Schroder ISF Sustainable Multi-Asset A Acc 0.04 5.05 -0.03 0.40 Anima ESaloGo Bilanciato A -4.52 1.82 -0.02 0.31 Anima ESaLogoBilanciato AD -4.52 1.83 -0.02 0.32 JPM Total EM Income D (acc) USD -3.64 1.11 -0.08 0.46 Morgan Stanley IF Global Balanced Risk Control FoF A -4.73 2.99 -0.06 0.13 JPM Total EM Income D (acc) EUR -3.81 1.13 -0.08 0.46 Carmignac Ptf Patrimoine Europe A EUR Acc 2.66 5.71 -0.23 0.47 Raiffeisenfonds-Ertrag (R) VTA -3.30 2.91 -0.09 0.45 Templeton Global Income Fund N (acc) -0.25 2.38 -0.04 0.17 BSF Managed Index Portfolios - Moderate Class E2 -1.67 5.12 -0.08 0.31 Eurizon Circular & Green Economy D -4.91 -0.03 -0.09 JPM Total EM Income D (div) EUR -5.22 -0.36 -0.14 0.43 Schroder ISF Sustainable Multi-Asset B -0.17 4.43 -0.10 0.33 JPM Total EM Income A (div) EUR -5.01 0.29 -0.17 0.21 Raiffeisen Bilanciato Sostenibile (R) T -5.03 1.13 -0.15 0.23 JPM Total EM Income D (mth) EUR -4.31 0.18 -0.22 0.15 JPM Asia Pacific Income A (acc) USD -4.25 2.89 -0.25 0.40 JPM Asia Pacific Income A (dist) USD -4.27 2.87 -0.25 0.40 Franklin Global Multi-Asset Income Fund A(Qdis) EUR -2.95 -0.61 -0.22 0.37 JPM Global Balanced A (acc) EUR -1.89 2.10 -0.21 0.21 Franklin Global Multi-Asset Income Fund A(acc) EUR -2.87 -0.62 -0.22 0.37 Franklin Income Fund N(Mdis) EUR-H1 -0.71 1.46 -0.18 0.31 Franklin Global Multi-Asset Income Fund A(Ydis) EUR -2.82 -0.61 -0.22 0.36 JPM Global Balanced A (dist) EUR -1.90 2.09 -0.24 0.19 JPM Asia Pacific Income D (acc) USD -4.42 2.41 -0.31 0.34 JPM Asia Pacific Income D (mth) EUR (Hdg) 2.28 3.98 -0.30 -0.05 Franklin Income Fund A (Mdis) -7.69 -1.25 -0.23 0.47 Amundi Global Multi-Asset G EUR (C) -1.36 2.86 -0.22 0.38 JPM Global Balanced D (acc) EUR -2.07 1.59 -0.27 0.15 Raiffeisen Bilanciato Sostenibile (AUS) Spezial -5.20 0.63 -0.24 0.10 Franklin Global Multi-Asset Income Fund N(Ydis) EUR -3.15 -1.17 -0.28 0.30 Franklin Global Multi-Asset Income Fund N(acc) EUR -3.13 -1.14 -0.28 0.30 Franklin Income Fund N (acc) -7.21 -0.42 -0.24 0.44 Nordea 1 Stable Return AP EUR -0.43 2.77 -0.42 -0.04 Nordea 1 Stable Return BP EUR -0.43 2.77 -0.42 -0.04 JPM Global Balanced A (acc) USD (Hdg) -8.95 -0.63 -0.21 0.31 Amundi Global Multi-Asset F EUR (C) -1.47 2.55 -0.25 0.35 Franklin Global Multi-Asset Income Fund N(Qdis) EUR -4.22 -2.34 -0.34 0.27 JPM Global Balanced D (acc) USD (Hdg) -9.11 -1.12 -0.26 0.25 Nordea 1 Stable Return E EUR -0.69 2.00 -0.53 -0.15 Invesco Asia Asset Allocation A (EUR Hdg) Acc EUR 2.85 5.45 -0.38 -0.32 Invesco Asia Asset Allocation A (EUR Hdg) annual Dist EUR 2.84 5.46 -0.38 -0.32 Fidelity F. Asia Pac. Multi Asset Growth & Income A-ACC-Euro (Euro/USD Hdg) 3.68 4.18 -0.32 -0.27 Invesco Asia Asset Allocation A Acc USD -4.59 2.45 -0.50 -0.30 Invesco Asia Asset Allocation A monthly Dist USD -4.64 2.44 -0.50 -0.31 Invesco Asia Asset Allocation A quarterly Dist USD -4.65 2.41 -0.51 -0.30 Invesco Balanced-Risk Select A Acc EUR -0.53 -1.49 -0.47 0.08 Fidelity F. Asia Pac. Multi Asset Growth & Income E-ACC-Euro (Euro/USD Hdg) 3.36 3.48 -0.37 -0.32 Invesco Balanced-Risk Allocation A (CHF Hdg) Acc CHF -0.44 0.09 -0.47 0.24 Invesco Asia Asset Allocation A monthly Dist-1 USD -4.68 2.43 -0.53 -0.32 BGF ESG Multi-Asset E2 EUR -3.63 0.36 -0.47 0.15 Fidelity F. Asia Pac. Multi Asset Growth & Income A(Euro/USD Hdg) 3.59 4.07 -0.38 -0.46 Invesco Asia Asset Allocation E Acc EUR -4.48 2.03 -0.54 -0.36 Invesco Balanced-Risk Select E Acc EUR -0.66 -1.96 -0.52 0.02 Fidelity F. Asia Pac. Multi Asset Growth & Income A-ACC-USD -3.73 1.58 -0.47 -0.27 Invesco Asia Asset Allocation R Acc USD -4.77 1.76 -0.58 -0.39 Invesco Balanced-Risk Select R Acc EUR -0.67 -2.16 -0.55 0.00 BGF ESG Multi-Asset E2 USD Hedged -10.82 -3.02 -0.40 0.20 Invesco Balanced-Risk Allocation A Acc EUR -0.52 -2.05 -0.60 0.12 Invesco Balanced-Risk Allocation A annual Dist EUR -0.51 -2.04 -0.60 0.12 Fidelity F. Asia Pac. Multi Asset Growth & Income E(Euro/USD Hdg) 3.41 3.43 -0.44 -0.52 Invesco Balanced-Risk Allocation E Acc EUR -0.69 -2.58 -0.66 0.07 Invesco Balanced-Risk Allocation R Acc EUR -0.77 -2.71 -0.68 0.05 Invesco Balanced-Risk Allocation R (USD Hdg) Acc USD -8.12 -5.78 -0.72 0.15 Fidelity F. Asia Pac. Multi Asset Growth & Income A-MINCOME(G)-USD -3.74 1.54 -0.76 -0.64

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